Enable store associates to manage virtual and in-store appointments

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Mar 1, 2023 To be announced

Business value

Omnichannel experience is essential for brick-and-mortar retailers to sustain long-term growth. The convenience and personalization in one-to-one appointments will create a differentiating experience for retailers and help to close purchases. Customers can meet an expert through in-store or virtual appointments leading to increased satisfaction and retention.

Feature details

The virtual appointments capability in the retail store operations assist app is integrated with Microsoft Teams to seamlessly ensure an overall virtual appointment experience.

  • Store employees can access customer information and book a virtual or in-store appointment for a customer with a fellow employee based on customer needs.
  • Appointment details are provided to an expert and customer. Store employees can use the 360-degree customer view and personalize their conversation during the appointment.

See also

Create appointments (docs)